MWS Capital Consultants LLC

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Assets, Funds, Holdings

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MWS Capital Consultants LLC
CRD #125061
SEC #801-123695
CIK #
AUM $157.1 M (2025-07-09)
Employees 3 (100% Investors, 0% Brokers)
Phone773-412-4302
Address750 North State Street
Chicago, IL 60654
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
16012896643202011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 69 16.6
(b) Individuals (high net worth individuals) 52 121.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 11 12.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5 7.3
(n) Other 0 0.0
Total 425 157.1
By Discretionary
Discretionary 335 148.3
Non-Discretionary 90 8.9
Total 425 157.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 157.1
Total 425 157.1
Comparable Firms State AUM ($B)
Buchanan Wealth Management LLC
VA 0.2
WPA Family Office LLC
TX 0.2
IKE Capital LLC
0.2
Block Wealth Management Inc
0.2
Fjell Capital LLC
ND 0.2
Investment Consultants LLC
0.2
Leatherback Investments LLC
NJ 0.2
Algorithmic Investment Models LLC
MA 0.2
Prosperity Road LLC
CA 0.2
Outfitter Financial LLC
ME 0.2
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